CIK: 0000902528
Total reported value
$651.9M
Reporting period: 2026-03-31 · Number of holdings: 117
BANK HAPOALIM BM disclosed 117 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $651.9M and a quarterly turnover rate of 92.3%.
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Bank Hapoalim Bm's disclosed holdings carry a Herfindahl concentration index of 0.052 — mathematically equivalent to about 19 equally-sized positions, well below its 117 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.22), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 24% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim TSLA
-99.7% -$305.9M
Add SPY
+87.1% $30.9M
Add VOO
-23.6% -$34.6M
Add SPIB
+47.0% $5.5M
Add KLAC
-5.6% $2.1M
Trim CIBR
-88.6% -$13.9M
Showing top 114 holdings (of 117 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.20% | +3.16% | -23.58% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.79% | +7.37% | +87.14% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.07% | +6.07% | NEW | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.62% | -1.00% | -48.88% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 4.97% | -0.16% | -44.42% | |
| 6 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 4.25% | — | -0.88% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.99% | -0.13% | -42.25% | |
| 8 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.85% | +2.85% | NEW | |
| 9 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.73% | — | -3.02% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.69% | +1.65% | +47.00% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.66% | +0.91% | -6.26% | |
| 12 | KLAC | Kla CORP | Stock-Tech | 2.60% | +1.31% | -5.56% | |
| 13 | EWU | Ishares Msci United Kingdom | ETF-Other | 2.35% | +2.35% | NEW | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.30% | +0.84% | -4.91% | |
| 15 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.20% | +2.20% | NEW | |
| 16 | XLF | Ss Financial Select Sector | ETF-Other | 1.98% | +0.63% | -7.79% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.90% | +0.70% | -2.75% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | +0.58% | +13.20% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.41% | +1.41% | NEW | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.39% | — | -0.94% | |
| 21 | AAPL | Apple INC | Stock-Tech | 0.95% | +0.95% | NEW | |
| 22 | ASML | ASML Holding N.V. | Stock-Tech | 0.95% | — | -4.73% | |
| 23 | PAVE | Global X US Infrastructure | ETF-Other | 0.92% | +0.56% | +34.15% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-Other | 0.91% | — | -11.03% | |
| 25 | CSCO | Cisco Systems INC | Stock-Tech | 0.89% | — | +0.19% | |
| 26 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.76% | +0.15% | -22.84% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | — | -6.04% | |
| 28 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.68% | +0.16% | -3.85% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.67% | — | -3.66% | |
| 30 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.62% | -0.21% | -44.18% | |
| 31 | BIDU | Baidu INC - Spon Adr | Stock-Comm Services | 0.62% | +0.62% | NEW | |
| 32 | ZM | Zoom Communications INC | Stock-Tech | 0.59% | — | -12.89% | |
| 33 | PFE | Pfizer INC | Stock-Healthcare | 0.47% | +0.32% | +60.09% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | — | +15.98% | |
| 35 | CRM | Salesforce INC | Stock-Tech | 0.45% | +0.05% | -9.96% | |
| 36 | ABBV | Abbvie INC | Stock-Healthcare | 0.44% | — | +1.59% | |
| 37 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.42% | — | -21.41% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | — | -2.44% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.39% | +0.03% | -36.92% | |
| 40 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.39% | — | +1.06% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.36% | — | +11.16% | |
| 42 | SEDG | Solaredge Technologies INC | Stock-Tech | 0.35% | — | +4.50% | |
| 43 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.33% | — | -8.17% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.32% | — | +6.10% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | — | -10.00% | |
| 46 | INTC | Intel CORP | Stock-Tech | 0.31% | +0.29% | +630.04% | |
| 47 | QCOM | Qualcomm INC | Stock-Tech | 0.30% | +0.01% | -20.41% | |
| 48 | EPAM | Epam Systems INC | Stock-Tech | 0.29% | +0.03% | -4.47% | |
| 49 | SNPS | Synopsys INC | Stock-Tech | 0.29% | — | +71.67% | |
| 50 | ZS | Zscaler INC | Stock-Tech | 0.27% | — | +6.79% |
Performance for Q3 2026
+4%
Performance Last 4 Quarters
+21.7%
Based on 84% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 117 | $651.9M | 92 | |
| 2025-12-31 | 120 | $1.2B | 50 | |
| 2025-09-30 | 130 | $813.2M | 68 | |
| 2025-06-30 | 129 | $733.0M | 0 | |
| 2025-03-31 | 130 | $689.5M | 100 | |
| 2024-12-31 | 129 | $618.4M | 0 | |
| 2024-09-30 | 134 | $660.1M | 0 | |
| 2024-06-30 | 144 | $707.2M | 0 | |
| 2024-03-31 | 145 | $772.1M | 0 | |
| 2023-12-31 | 152 | $731.4M | 0 | |
| 2023-09-30 | 141 | $617.9M | 0 | |
| 2023-06-30 | 159 | $702.0M | 0 | |
| 2023-03-31 | 166 | $724.3M | 0 | |
| 2022-12-31 | 175 | $802.3M | 0 | |
| 2022-09-30 | 177 | $795.1M | 0 | |
| 2022-06-30 | 187 | $803.1M | 0 | |
| 2022-03-31 | 209 | $960.7M | 0 | |
| 2021-12-31 | 255 | $996.1M | 0 | |
| 2021-09-30 | 246 | $956.6M | 0 | |
| 2021-06-30 | 248 | $884.2M | 100 | |
| 2021-03-31 | 240 | $787.8M | 62 | |
| 2020-12-31 | 210 | $723.2M | 100 | |
| 2020-09-30 | 180 | $2.1B | 100 | |
| 2020-06-30 | 187 | $427.3M | 51 | |
| 2020-03-31 | 165 | $316.7M | 70 | |
| 2019-12-31 | 176 | $455.6M | 20 | |
| 2019-09-30 | 168 | $407.4M | 33 | |
| 2019-06-30 | 176 | $407.4M | 26 | |
| 2019-03-31 | 169 | $416.7M | 45 | |
| 2018-12-31 | 175 | $311.4M | 51 | |
| 2018-09-30 | 213 | $411.0M | 33 | |
| 2018-06-30 | 216 | $365.5M | 30 | |
| 2018-03-31 | 215 | $385.9M | 38 | |
| 2017-12-31 | 228 | $456.5M | 31 | |
| 2017-09-30 | 251 | $439.5M | 28 | |
| 2017-06-30 | 243 | $420.4M | 16 | |
| 2017-03-31 | 246 | $425.6M | 24 | |
| 2016-12-31 | 215 | $374.5M | 34 | |
| 2016-09-30 | 236 | $424.0M | 23 | |
| 2016-06-30 | 218 | $428.2M | 30 | |
| 2016-03-31 | 188 | $421.7M | 21 | |
| 2015-12-31 | 193 | $439.6M | 38 | |
| 2015-09-30 | 177 | $429.7M | 43 | |
| 2015-06-30 | 212 | $510.1M | 36 | |
| 2015-03-31 | 201 | $546.2M | 32 | |
| 2014-12-31 | 194 | $470.8M | 22 | |
| 2014-09-30 | 207 | $429.8M | 19 | |
| 2014-06-30 | 198 | $406.9M | 18 | |
| 2014-03-31 | 189 | $366.4M | 34 | |
| 2013-12-31 | 167 | $326.3M | — |
Bank Hapoalim Bm's most significant position changes for 2026-03-31: New buy: Vanguard Intermediate-term B (BIV); Sold out: Vanguard Ftse Developed ETF (VEA); Sold out: Ishares Core Msci Dev Mkts (IDEV); New buy: Amazon.com INC (AMZN); Sold out: Ste Str Spdr Pt Dw EU ETF (SPDW).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +7.4% | +87.14% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +3.2% | -23.58% | Trim |
| 3 | SPIB | Ss Spdr P Int C CORP ETF | +1.7% | +47.00% | Add |
| 4 | KLAC | Kla CORP | +1.3% | -5.56% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.9% | -6.26% | Trim |
| 6 | XLC | Ss Comm Select Sector Spdr | +0.8% | -4.91% | Trim |
| 7 | XLK | Ss Technology Select Sector | +0.7% | -2.75% | Trim |
| 8 | XLF | Ss Financial Select Sector | +0.6% | -7.79% | Trim |
| 9 | MSFT | Microsoft CORP | +0.6% | +13.20% | Add |
| 10 | PAVE | Global X US Infrastructure | +0.6% | +34.15% | Add |
| 11 | PFE | Pfizer INC | +0.3% | +60.09% | Add |
| 12 | INTC | Intel CORP | +0.3% | +630.04% | Add |
| 13 | CHKP | Check Point Software Technologies Ltd. | +0.2% | -3.85% | Trim |
| 14 | XLY | Ss Consumer Disc Select Sect | +0.2% | -22.84% | Trim |
| 15 | CRM | Salesforce INC | +0.1% | -9.96% | Trim |
| 16 | VT | Vanguard Tot World Stk ETF | 0% | -36.92% | Trim |
| 17 | EPAM | Epam Systems INC | 0% | -4.47% | Trim |
| 18 | QCOM | Qualcomm INC | 0% | -20.41% | Trim |
| 19 | DELL | Dell Technologies -c | -0.1% | -85.53% | Trim |
| 20 | QQQM | Invesco Nasdaq 100 ETF | -0.1% | -42.25% | Trim |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | -44.42% | Trim |
| 22 | IGV | Ishares Expanded Tech-softwa | -0.2% | -44.18% | Trim |
| 23 | FDN | First Trust Dj Internet Ind | -0.6% | -90.91% | Trim |
| 24 | QQQ | Invesco Qqq Trust Series 1 | -1% | -48.88% | Trim |
| 25 | CIBR | First Trust Nasdaq Cybersecu | -1.1% | -88.55% | Trim |
| 26 | TSLA | Tesla INC | -26.5% | -99.70% | Trim |
| 27 | BIV | Vanguard Intermediate-term B | — | NEW | New buy |
| 28 | VEA | Vanguard Ftse Developed ETF | — | EXIT | Sold out |
| 29 | IDEV | Ishares Core Msci Dev Mkts | — | EXIT | Sold out |
| 30 | AMZN | Amazon.com INC | — | NEW | New buy |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | EXIT | Sold out |
| 32 | GRID | First Trst Nasd Cl Edg Sgiif | — | EXIT | Sold out |
| 33 | XLG | Invesco S&p 500 Top 50 ETF | — | EXIT | Sold out |
| 34 | EWU | Ishares Msci United Kingdom | — | NEW | New buy |
| 35 | VV | Vanguard Large-cap ETF | — | EXIT | Sold out |
| 36 | IVW | Ishares S&p 500 Growth ETF | — | EXIT | Sold out |
| 37 | FTCS | First Trust Capital Strength | — | EXIT | Sold out |
| 38 | EZU | Ishares Msci Eurozone ETF | — | NEW | New buy |
| 39 | SCHF | Schwab Intl Equity ETF | — | EXIT | Sold out |
| 40 | SPHB | Invesco S&p 500 High Beta Et | — | EXIT | Sold out |
| 41 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 42 | AAPL | Apple INC | — | NEW | New buy |
| 43 | BIDU | Baidu INC - Spon Adr | — | NEW | New buy |
| 44 | ITOT | Ishares Core S&p Total U.s. | — | EXIT | Sold out |
| 45 | SPMO | Invesco S&p 500 Momentum ETF | — | EXIT | Sold out |
| 46 | JETS | US Global Jets ETF | — | NEW | New buy |
| 47 | NKE | Nike INC -cl B | — | NEW | New buy |
| 48 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 50 | AMAT | Applied Materials INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-04 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-29 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-22 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-30 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-27 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-28 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-23 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-01 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-22 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-24 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-26 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-25 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-26 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-08 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-27 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-28 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-04 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-27 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-05 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-26 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-03 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-04 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-06 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-03 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-01 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-06 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-07 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-11 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-08 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-24 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-30 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-05 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-07 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-11 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-10 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-26 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-09 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-08 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-02 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-04 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-12 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-03 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-11 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-02 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-10 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-04 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-08 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-04-10 | 13F-HR | View on EDGAR |
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